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Feb 19, 2024
02/24
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in the short term, they budgeted more for defense. unless there is pressure with all of the security threats that raises the pressure for nato countries to come up with more spending on defense. we will see what resolution they will have. it is no doubt a hard time for defense and finance ministers. >> silvia, thank you so much for the work from munich over the weekend. more for from the conference, check out cnbc.com. >>> coming up on the show, new year and new rmimbi. we will look at the tourism revenues smashed records. more coming up in two minutes. hi, my name is joann, and i lost 75 pounds on golo. the other times i've lost weight, i was tired, run down. with golo, you feel great as you lose weight. i have enough energy to exercise every day. (energetic music fades) is it possible to count on my internet like my customers count on me? it is with comcast business. keeping you up and running with 99.9% network reliability. and security that helps outsmart threats to your data. moaire dida twoo? your data, too. there's even round-t
in the short term, they budgeted more for defense. unless there is pressure with all of the security threats that raises the pressure for nato countries to come up with more spending on defense. we will see what resolution they will have. it is no doubt a hard time for defense and finance ministers. >> silvia, thank you so much for the work from munich over the weekend. more for from the conference, check out cnbc.com. >>> coming up on the show, new year and new rmimbi. we will...
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Aug 14, 2009
08/09
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bbbbbbbbbbbbbbbbb >>> defense, defense, defense, defense, defense! >> no matter what kind of day we had in the market, you must keep one thing in mind. you must always be on defense. that's right, up day, down day, i do not care. i'm here tonight to help you play defense. that means avoiding losses. it means generally trying not to lose money so you can focus on making it. for 25 years i've run money, whether it be for my charitable trust or for wealthy people, i always focused on defense. tonight i'm trying to help you do the most important thing an investor can do. i'm trying to limit the amount of money you lose. you control your losses, and, believe me, your gains will take care of themselves. when you go to the bank, you can't say, oh, yeah, you know, i really did well, but there was one stock that i lost money on. no! so, let's get back to our "mad money" defensive game plan. 25 points of light, as i like to call it. here's rule number five. please don't look down on cash. it's always good to have a little cash on hand. hey, this is real money.
bbbbbbbbbbbbbbbbb >>> defense, defense, defense, defense, defense! >> no matter what kind of day we had in the market, you must keep one thing in mind. you must always be on defense. that's right, up day, down day, i do not care. i'm here tonight to help you play defense. that means avoiding losses. it means generally trying not to lose money so you can focus on making it. for 25 years i've run money, whether it be for my charitable trust or for wealthy people, i always focused...
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Mar 1, 2012
03/12
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are these defense cuts simply not as important as they look? or maybe they're being trumped by something even bigger. could it be six of one, half a dozen of another? here's the thing, lockheed martin is not alone, there's some genuine defense pin action here. raytheon and general dynamics, two contractors have been rallying of late and both within striking distance of their highs. the reasons, okay. first of all, as is often the case before a stock really takes off, expectations for this sector and for lockheed were very low, and wall street has been really negative on this group for ages. they all saw it coming. ever since the deficit super committee failed in november, the market has been bracing for for the worst. congress doesn't have to figure out what to cut from the budget until next year, so it's very likely we won't hear about any more defense cuts until 2013. in other words, there aren't any negative near-term catalysts for the group like estimate cuts, but at the same time, the bar's been set incredibly low, that's why the defense s
are these defense cuts simply not as important as they look? or maybe they're being trumped by something even bigger. could it be six of one, half a dozen of another? here's the thing, lockheed martin is not alone, there's some genuine defense pin action here. raytheon and general dynamics, two contractors have been rallying of late and both within striking distance of their highs. the reasons, okay. first of all, as is often the case before a stock really takes off, expectations for this...
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25
Dec 4, 2019
12/19
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there is weariness of european defense policy will french troops really come to the defense of astonia >> for them, staying close to the united states is very important. staying close to the alliances that gives them as much of a deterrent as possible is important. we should be clear here that it is vastly unlikely that russia will invade the baltics. the kremlin isn't stupid they are fully aware that they clash. it wouldn't be a fair fight. what they would be worried about is a situation where either nato has stabilized to the point where the securities don't really mean much or where we are in an advanced late putinism where things could get out of control or out of hands. they want to demonstrate where good members keep the alliance as politically cohesive as possible >> you mentioned ukraine the country that has shot into the spotlight because of the impeachment holdings in the united states. what has the the situation demonstrated with regard to security and trump's personal ambitions? >> we haven't seen any statements from other leaders even president zelensky who has been measur
there is weariness of european defense policy will french troops really come to the defense of astonia >> for them, staying close to the united states is very important. staying close to the alliances that gives them as much of a deterrent as possible is important. we should be clear here that it is vastly unlikely that russia will invade the baltics. the kremlin isn't stupid they are fully aware that they clash. it wouldn't be a fair fight. what they would be worried about is a situation...
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Nov 7, 2012
11/12
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is defense -- is defense a discretionary expense that could be cut, in your view? >> this is one of those items that you say where does defense fit? during times of war you have to say is it discretionary or is it mandatory? now, if defense were treated like other discretionary and had been offered a 2% haircut, you would probably have people at dod saying we can deal with that. the problem is you've doubled up and tripled down on cuts for defense and that is something that is not workable. we know that once those enlisted men and women are gone, they're not coming back. once those production lines are stopped for what we need for our troops and i have ft. campbell which primarily sits in tennessee, sits in my district, and i've had lengthy conversations with the men and women there, our enlisted men and women and our command team. that's a tough one. that's too go in and triple cut what they need to fight not only this war but the next war. >> so congressman, you've heard what your colleague has to say here. she spoke early about reducing spending on entitlements,
is defense -- is defense a discretionary expense that could be cut, in your view? >> this is one of those items that you say where does defense fit? during times of war you have to say is it discretionary or is it mandatory? now, if defense were treated like other discretionary and had been offered a 2% haircut, you would probably have people at dod saying we can deal with that. the problem is you've doubled up and tripled down on cuts for defense and that is something that is not...
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May 17, 2023
05/23
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when you look at how the defense stocks performed during the years when the defense budget was actually being cut, most of them significantly outperformed the s&p 500. it's counter intuitive, but it's what happened. i got the number in 2012, northrop grumman, lockheed and huntle on the ingles all crownsed the s&p. northrop grumman up 152% lockheed up 138% general dynamics, look at this, general dynamics up 107% hunting on the ingalls were 260% all when the s&p was up 64%. that's some outperformance when you look at the actual data from the years of lower defense spending, it tells you you want to be a bir of the defense contract fors if they keep gettg hit. especially the kind of sharp emotional sell-off we saw in 2011 sure, there are differences between now and then for example, it's not encouraging that there seems to be more republicans looking to cut defense spending than any other time in recent history back in 2011, military spending was still sacrosanct, and it still got cut. so maybe the compromise this time ends up being worse for the military industrial complex. wouldn't that
when you look at how the defense stocks performed during the years when the defense budget was actually being cut, most of them significantly outperformed the s&p 500. it's counter intuitive, but it's what happened. i got the number in 2012, northrop grumman, lockheed and huntle on the ingles all crownsed the s&p. northrop grumman up 152% lockheed up 138% general dynamics, look at this, general dynamics up 107% hunting on the ingalls were 260% all when the s&p was up 64%. that's...
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Dec 3, 2021
12/21
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we have high quality defensive names. these are consumer staple companies and health care companies. these are all great companies, all high-quality companies the problem is, they are only about 15% of the stock market. none of this, none of these defensive names are enough to sustain any kind of rally in the stock market and you see that today so the market's in a little bit of a difficult situation we are dealing with some richly priced stocks. there is some risk in the market people are naturally derisking in the most risky stocks byes, this makes perfect sense, but it's little bit gut wrenching to watch it. and we just need a little more clarity on omicron and the fed's intentions that we will get that december 15th. >> some of the names are markedly higher when compared to the rest of the market with gains of 2% or so. >>> bond yields falling today, too, after the jobs report disappoints. rick santelli is in chicago tracking it all for us hi, rick. >> indeed, it was a very peculiar jobs report we saw the post covid l
we have high quality defensive names. these are consumer staple companies and health care companies. these are all great companies, all high-quality companies the problem is, they are only about 15% of the stock market. none of this, none of these defensive names are enough to sustain any kind of rally in the stock market and you see that today so the market's in a little bit of a difficult situation we are dealing with some richly priced stocks. there is some risk in the market people are...
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168
Dec 3, 2012
12/12
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about half of those would be defense. if you look at those million or so defense jobs that are at risk, about half of them are small businesses that would be impacted. they don't get maybe quite the same headlines as utc or north up there grom monday or lockheed martin, some others, but these are companies across the united states that make up aerospace industry association. 200, 300, 400-people companies that are at risk right now. >> david, thank you. appreciate it. >>> if you are a fan of the show "homeland," you are going to lot of true story we have coming up. details of the plan to double america's spy network. >>> and now for our fun fact of the day. on this day in 1931, alka seltzer hit the market. that's 81 years of easing your indigestion and headaches. hallelujah for that. she keeps you guessing. it's part of what you love about her. but your erectile dysfunction - you know, that could be a question of blood flow. cialis tadalafil for daily use helps you be ready anytime the moment's right. you can be more conf
about half of those would be defense. if you look at those million or so defense jobs that are at risk, about half of them are small businesses that would be impacted. they don't get maybe quite the same headlines as utc or north up there grom monday or lockheed martin, some others, but these are companies across the united states that make up aerospace industry association. 200, 300, 400-people companies that are at risk right now. >> david, thank you. appreciate it. >>> if you...
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0.0
Jun 18, 2022
06/22
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i think there's defense in defense. and you know, one of the other things of course is that we have a real fundamental driver here when we talk about especially the big defense names. so for one thing, i don't need to remind anybody, we have a war going on in europe these elevated geopolitical risks essentially are going to create a floor for defense spending and in the case of many western european countries like germany and so on, we are hearing them talk about finally increasing their defense spending the other thing i would say is that as a sector, this is very attractive the value. i happen to be looking at lockheed martin and this one is particularly attractively valued we're going to look that in a second, but the important thing to remember about this as a group is that they tend to be recession resistant. take a look at some of these names and look at what happened to their revenues in the credit crisis and most other economic pullbacks we've seen and they remain static. these are long-term contracts they are i
i think there's defense in defense. and you know, one of the other things of course is that we have a real fundamental driver here when we talk about especially the big defense names. so for one thing, i don't need to remind anybody, we have a war going on in europe these elevated geopolitical risks essentially are going to create a floor for defense spending and in the case of many western european countries like germany and so on, we are hearing them talk about finally increasing their...
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Mar 29, 2013
03/13
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we're beefing up our missile defense in alaska. that's good for these companies, orbital sciences was picked by fbr as a top pick thinking that it's a rocket and target business is what it does for missile defense could now be 25% higher than previously expected. so and, of course, china's building an aircraft carrier. though it doesn't have that fleet to protect it. those are the things as we switch the pacific that you have to watch and which companies are doing things that will be able to respond to that? >> jane, we'll leave it there. thank you and have a good weekend. >> you too. >> and today the philadelphia defense index hitting a new 52-week high. let's play the good, the bad and the ugly with guy adami tonight. first the good, last month guy was constructing a trade on a home improvement name. take a listen. >> regardless of the housing market we're in, it's a sweet spot for home depot. they always overdeliver and their balance sheet is teflon. not only is the dividend secure, but look at the $17 billion buyback they had t
we're beefing up our missile defense in alaska. that's good for these companies, orbital sciences was picked by fbr as a top pick thinking that it's a rocket and target business is what it does for missile defense could now be 25% higher than previously expected. so and, of course, china's building an aircraft carrier. though it doesn't have that fleet to protect it. those are the things as we switch the pacific that you have to watch and which companies are doing things that will be able to...
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0.0
Mar 5, 2023
03/23
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>>> the defensive defense trade on raytheon. mike khouw, carter worth, and brian stutland let's get into it with the trades heard around the world this week. the fxi, eem and ewz seeing heavy volume as traders look for gains from china to brazil and everywhere in between. what do the technicals say about this globe trotting group? carter, take us around the world in charts. >> sure, what we know, of course, on a long-term basis, emerging markets are pretty massive underperformers of developed markets. now, right now, if you look at the msci, emerging market index, which the eem is based off of, we are bet all-time lows, relative lows seen in 2000 made sense the dotcom peak. the question is now that we've gone back to that extreme underperformance is this a bit of a base and a bottom that brings up the here and now charts kwb, you could use fxi, any number of things, but that has all the elements of a bearish to bullish reversal the iteration on the screen, the moving average, the smoothing mechanism, the 150-day turning, but you
>>> the defensive defense trade on raytheon. mike khouw, carter worth, and brian stutland let's get into it with the trades heard around the world this week. the fxi, eem and ewz seeing heavy volume as traders look for gains from china to brazil and everywhere in between. what do the technicals say about this globe trotting group? carter, take us around the world in charts. >> sure, what we know, of course, on a long-term basis, emerging markets are pretty massive underperformers...
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335
Sep 28, 2012
09/12
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defense, health care, transportation. >> we're significantly underweight defense for that reason. a lot of the programs they're working on, you know, tank problems are probably not the most relevant products. it's like cold war technology. we're underweight defense. that seems like the obvious one. i haven't thought of too many other sectors. >> the best single acting group in a presidential year since 1950 are the defense stocks. they always do best in the fourth year. they have had a big run since june. might be time to take a little off the table there. there will be a psychological move out of these because of the sequestration, which comes from the latin word for hide. >> i knew you'd get one in there. thanks, guys. >> we'll see you soon. >> heading toward the close, 15 minutes left. the last closing bell before the end of the quarter. the dow down 49 points. that selloff a moment ago, never mind. >> never mind. coming up in the next hour, he's the prime minister of one of the wealthiest nations of the world. he controls what qatar invests in. my interview with him and what h
defense, health care, transportation. >> we're significantly underweight defense for that reason. a lot of the programs they're working on, you know, tank problems are probably not the most relevant products. it's like cold war technology. we're underweight defense. that seems like the obvious one. i haven't thought of too many other sectors. >> the best single acting group in a presidential year since 1950 are the defense stocks. they always do best in the fourth year. they have...
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41
Feb 7, 2018
02/18
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the bull market defense and i mean the defense part of aerospace is getting stronger. which brings me to my favorite pure defense in this market. lockheed martin, raytheon, and then harris corp these are high-tech arms dealers. lockheed and raytheon focus on missiles while -- seems to be the new way of doing things here in the u.s putting boots on the ground in someone else's war tends to be unpopular. an air campaign faces little resistance domestically. let's start with lockheed martin it is the aerospace and defense titan that makes we first heard about it when we went up to united technologies the f-35 is growing like crazy allies are adopting all over the year which makes helicopters think black hawks, sea hawks and all kinds of transportation heavy lifting chopper for both commercial and military operation. it turns out to be a smart move. missile and fire control business seen tremendous demand. lockheed finished last year with $100 billion worth of record orders next up is my personal favorite one that leaped to the four after this last quarter and it is raythe
the bull market defense and i mean the defense part of aerospace is getting stronger. which brings me to my favorite pure defense in this market. lockheed martin, raytheon, and then harris corp these are high-tech arms dealers. lockheed and raytheon focus on missiles while -- seems to be the new way of doing things here in the u.s putting boots on the ground in someone else's war tends to be unpopular. an air campaign faces little resistance domestically. let's start with lockheed martin it is...
0
0.0
Aug 31, 2022
08/22
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ps a dit for some of the defense names. general dynamic up 11%.ps a dif for some of the defense names. general dynamic up 11%.a differr some of the defense names. general dynamic up 11% and my next guest has an outperform rating on his top picks but he says there are short and long term catalysts. tim herbert is our aerospace and defense analyst. thanks for being with us in your note, the defense sectors trading at 5 percent premium to the market compared to the 11% discount with -- so these are relatively expensive why buy them now >> yeah, good afternoon. that is a great question but i do think that we are looking at a new reality here and i've highlighted a number of reasons. one, just very tacticallynear term, if you are concerned about broader economic pressures, you can getti access to a sector tht generates phenomenal cash flow and a sector that i think will benefit from fundamentals that are strengthening and not fully reflected in sentiment so i think that it is a sector that has had a great run i do think that the
ps a dit for some of the defense names. general dynamic up 11%.ps a dif for some of the defense names. general dynamic up 11%.a differr some of the defense names. general dynamic up 11% and my next guest has an outperform rating on his top picks but he says there are short and long term catalysts. tim herbert is our aerospace and defense analyst. thanks for being with us in your note, the defense sectors trading at 5 percent premium to the market compared to the 11% discount with -- so these...
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137
Sep 5, 2014
09/14
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eye 137
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they're defensive. when they were putting the legislation together, they pretty much helped write the darn bill. the government of, for and by the corporation. ♪ hallelujah >> while you can argue about whether obamacare is helpful -- not my job -- no doubt it's fantastic for the hospital stocks. as a business, hospitals have very high fixed costs. no matter how many patients they get, they still need to pay for the buildings and the staff. so when you get a big increase in the numb per of patients who can actually pay, that goes straight to the bottom line. this is the first year that the affordable care act is fully in effect with millions and millions of previously uninsured people now having health insurance. that's proving to be fabulous for the hospital space. mime favorite player in i like the biggest and the best. hca. this darn stock still sells at a daunt to the s&p 500. that's prepose triers, same as the rams. sure, they've been kind of roaring with the hospital stocks, but crucially, becaus
they're defensive. when they were putting the legislation together, they pretty much helped write the darn bill. the government of, for and by the corporation. ♪ hallelujah >> while you can argue about whether obamacare is helpful -- not my job -- no doubt it's fantastic for the hospital stocks. as a business, hospitals have very high fixed costs. no matter how many patients they get, they still need to pay for the buildings and the staff. so when you get a big increase in the numb per...
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98
Jan 12, 2017
01/17
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defense was also on edge. later on, more from thiel's extensive interview with the "the new york times," including comments he made about elon musk, mark zuckerberg and more, when "squawk alley" comes back. won't replace the full value of your totaled new car. the guy says you picked the wrong insurance plan. no, i picked the wrong insurance company. with liberty mutual new car replacement™, you won't have to worry about replacing your car because you'll get the full value back including depreciation. and if you have more than one liberty mutual policy, you qualify for a multi-policy discount, saving you money on your car and home coverage. call for a free quote today. liberty stands with you™. liberty mutual insurance. we're opening more xfinity stores closer to you. visit us today and learn how to get the most out of all your services, like xfinity x1. we'll put the power in your hands, so you can see how x1 is changing the way you experience tv with features like voice remote, making it easier and more
defense was also on edge. later on, more from thiel's extensive interview with the "the new york times," including comments he made about elon musk, mark zuckerberg and more, when "squawk alley" comes back. won't replace the full value of your totaled new car. the guy says you picked the wrong insurance plan. no, i picked the wrong insurance company. with liberty mutual new car replacement™, you won't have to worry about replacing your car because you'll get the full value...
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56
Nov 15, 2019
11/19
by
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eye 56
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department of defense, keep america and allies safe. that's why we're building artificial intelligence hardware and software we have a few competitive advantages we have a strong team that comes from areas where experts in autonomy, computer, networking, those things are lockheed, raytheon, traditional defense prime minister are good at building aircraft carriers, fighter intercepters, don't have the world's best talent for at physical intelligence. -- for artificial intelligence we think we can add value there. >> some would say these are big companies, sizable r&d budgets, smart engineers, big lobbying arms isn't it tough to ultimately displace these giants? >> in a way size works in our favor. if there was a big landscape of smaller highly competitive players, i think we have a harder time raising money. as it is, investors look and say the whole field is dominated by a handful of players that make all of the money, they're old, slow moving, don't have all of the best talent. that type of market is the one where you can believe the m
department of defense, keep america and allies safe. that's why we're building artificial intelligence hardware and software we have a few competitive advantages we have a strong team that comes from areas where experts in autonomy, computer, networking, those things are lockheed, raytheon, traditional defense prime minister are good at building aircraft carriers, fighter intercepters, don't have the world's best talent for at physical intelligence. -- for artificial intelligence we think we...
0
0.0
Feb 13, 2024
02/24
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is the modern air defensive system defense sy patriots, it allows us to supply energy and heating to our residents. this money is needed for increasing of air defense systems for ukraine. it is directly influencing the supply of electricity and heat. >> what is your level of concern regarding the republicans increasing amount of opposition to supplying further aid to ukraine? how worried are you about the potential to get more money out of the u.s.? >> you know, i think that is very important to understand that all the attacks which russians still continue, that is the main goal of the attacks to make ukrainians suffer. they don't even hide these goals. that's why when we are talking about the package and i was in the city in november and had discussions with representatives. we are still having the war and we are protecting the values. the consensus of the delay is very important. you understand, this is impacting the people in ukraine. >> how has the energy situation this winter differed from the prior winter in terms of what you have done to safeguard the energy supply? >> this wi
is the modern air defensive system defense sy patriots, it allows us to supply energy and heating to our residents. this money is needed for increasing of air defense systems for ukraine. it is directly influencing the supply of electricity and heat. >> what is your level of concern regarding the republicans increasing amount of opposition to supplying further aid to ukraine? how worried are you about the potential to get more money out of the u.s.? >> you know, i think that is very...
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187
Jan 23, 2013
01/13
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eye 187
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because of a robust defense orders and the need for defense companies to grow, i believe it is going to go higher. the latest quarter reported back in november was fabulous. 41 cent earnings beat. the company has a $6.4 billion backlog and had a book to bill ratio of 4.2 and management raised its guidance for 2013. they boosted the dividend and that size dividend hike is an extremely bullish statement by management. they believe the business is going to get better. do you know that is the equivalent of 9% of the market cap? this is a serious chunk of what is traded, is what they're trying to buy in. the shortage here is what is coming. they have a major contract with the army. it could be worth at least $2 billion and they want a deal with the navy. they have orders from airbus for the military cargo plane. this is a defense business and one that is in excellent shape and only getting better. the fact is even though atk is at its 52 week high, i think the stock is real cheap and it has become a dramatic underperformer so it is high now, but let's go back to the generational low in ma
because of a robust defense orders and the need for defense companies to grow, i believe it is going to go higher. the latest quarter reported back in november was fabulous. 41 cent earnings beat. the company has a $6.4 billion backlog and had a book to bill ratio of 4.2 and management raised its guidance for 2013. they boosted the dividend and that size dividend hike is an extremely bullish statement by management. they believe the business is going to get better. do you know that is the...
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30
Apr 3, 2013
04/13
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CNBC
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ge really not defense. still look at ge, noc and gd. >> the sec says it's a okay for companies to now release material information on social media platforms like twitter and facebook. is this any company on any social media platform? >> that's right, brian. the key thing is that companies need to let investors know where to look. the sec says companies can share information on facebook, twitter, or other social media platforms as long as they alert investors so no one has an unfair advantage. they are not selected disclosure. with this decision the sec will not take action after questioning whether his announcement of a monthly viewing number for netflix on facebook broke the law. this gives companies the green light to communicate much more on facebook, twitter, and linked in. it could mean a surge in traffic and activity for all of those social stocks. facebook saying we welcome and agree that facebook is an established means for companies and individuals to share and disseminate information properly. thi
ge really not defense. still look at ge, noc and gd. >> the sec says it's a okay for companies to now release material information on social media platforms like twitter and facebook. is this any company on any social media platform? >> that's right, brian. the key thing is that companies need to let investors know where to look. the sec says companies can share information on facebook, twitter, or other social media platforms as long as they alert investors so no one has an unfair...
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83
Dec 2, 2016
12/16
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president-elect trump making selection for defense secretary. which defense stocks could see the biggest benefit under the trump administration? >> trump working to save 1,000 carrier jobs from leaving the u.s. what does it mean for the plant carrier built in mexico and the company's presence there? we will head south of the border live for reaction. you're watching cnbc, first in business worldwide. ease is out there. and the alzheimer's association is going to make it happen by funding scientific breakthroughs, advancing public policy, and providing local support to those living with the disease and their caregivers. but we won't get there without you. visit alz.org to join the fight. >>> president-elect donald trump surprising even his staff in announcing his pick for defense secretary retired general james mattis last night during his victory tour. morgan brennan has more on who general mattis is. >> i will try to squish this down. james "mad dog" mattis led battles in iraq and afghanistan. he ran the u.s. central command overseeing 34id eas
president-elect trump making selection for defense secretary. which defense stocks could see the biggest benefit under the trump administration? >> trump working to save 1,000 carrier jobs from leaving the u.s. what does it mean for the plant carrier built in mexico and the company's presence there? we will head south of the border live for reaction. you're watching cnbc, first in business worldwide. ease is out there. and the alzheimer's association is going to make it happen by funding...
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0.0
Jan 16, 2023
01/23
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shifting topics to the defense ministry actually high time she is resigning. she has been under pressure since posting that odd new year's eve video on her linkedin profile, but already in december, the defense ministry in the country is not very happy with the performance of the government to say the least. there was a lot of back and forth when it comes to also giving contrascts to the defense industry and now we have that. i'm not sure if it made it to the international level. there was a rather gathering of the meeting with the defense industry and the ministry where they had serious problems in deploying the trucks there, or tanks i should say, and now heading into the meeting on the 20th of january between the defense ministry here on the ground and it is high time to find a new position and person on the ground to enter the situation a lot better the key question is who will be her successor. there are a couple of names on the table. it should be someone from the ecb but not a lot of people have the expertise. it could be someone from the ftb. this rema
shifting topics to the defense ministry actually high time she is resigning. she has been under pressure since posting that odd new year's eve video on her linkedin profile, but already in december, the defense ministry in the country is not very happy with the performance of the government to say the least. there was a lot of back and forth when it comes to also giving contrascts to the defense industry and now we have that. i'm not sure if it made it to the international level. there was a...
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Mar 7, 2022
03/22
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is telling me the market is defensive. from the growth perspective, i'm not finding too much and i'm waiting for thoses technicals to improve. i don't believe in being invested fully in the markets at all time i believe in being defensive with the corrections >> the defensive for the day ahead. joe fahmy, thank you >>> let's get a look at the eu european markets we are awaiting the comments from u.s. secretary of state blinken. we have the exposure to the commodities and energy giants within that index there. you are seeing less weight than the cac down by 4% the dax is down more than that in germany heavy down day across the ureure markets. we had basic resources in oil and gas in the green brent crude and wti surging at $130 a barrel for brent. now back to around the 127 mark. this is felt at pumps around the world and impact on companies everywhere including anybody that moves anything around. you see retail off constructions and materials. anything impacted by input prices banks with a heavy sector. down 5.5% in europe
is telling me the market is defensive. from the growth perspective, i'm not finding too much and i'm waiting for thoses technicals to improve. i don't believe in being invested fully in the markets at all time i believe in being defensive with the corrections >> the defensive for the day ahead. joe fahmy, thank you >>> let's get a look at the eu european markets we are awaiting the comments from u.s. secretary of state blinken. we have the exposure to the commodities and energy...
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Mar 6, 2020
03/20
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mike khouw out west. >> you know, as a defensive play, i like defense, specifically lockheed martin use the risk reversal and looking at the slv trade i would calm the backward dated calls. >> speak for me. lnt, slv. >> taking advantage of the inverted term structure structure and buying the march 157 straddles. >> technology grinds lower, selling call credit spreads. >> selling call credit spreads. >> we did a little different but big week incredible week that's it for us see you next us. "mad money" with jim cramer starts right now. >>> hey, i'm c kraichler i'm trying to make you money my job is not just to entertain but teach. call me or tweet me. this is one tough market dow is down before rallying to
mike khouw out west. >> you know, as a defensive play, i like defense, specifically lockheed martin use the risk reversal and looking at the slv trade i would calm the backward dated calls. >> speak for me. lnt, slv. >> taking advantage of the inverted term structure structure and buying the march 157 straddles. >> technology grinds lower, selling call credit spreads. >> selling call credit spreads. >> we did a little different but big week incredible week...
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Apr 4, 2022
04/22
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really, it's a reversal of the defensive cyclicals. if you're in a risk on mode, you want to see the banks. you want to see home builders. you want to see deep cyclicals outperforming and not utilities, reits and staples leading. that's really the two main things >> jonathan, appreciate you being with us. another provocative note and i want to continue this conversation about what lies ahead and whether we truly pr appreciate the risks that are there. liz, we're coming off this conversation about dimon talk about stronger rate hikes, stronger quantitative tightening you told me the other day sitting right next to me on overtime that you think there's going to be a dovish pivot by the fed. you still believe that >> thank you for remembering that, scott. >> i remember everything >> so, i think that looking at the full year and expecting eight hikes in a row with a yield curve that's already inverted is a little bit aggressive at this point, powell has put us in a position to expect the most hawkish behavior possible, which to me says the
really, it's a reversal of the defensive cyclicals. if you're in a risk on mode, you want to see the banks. you want to see home builders. you want to see deep cyclicals outperforming and not utilities, reits and staples leading. that's really the two main things >> jonathan, appreciate you being with us. another provocative note and i want to continue this conversation about what lies ahead and whether we truly pr appreciate the risks that are there. liz, we're coming off this...
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Jan 17, 2019
01/19
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also joining us from the department of defense are acting deputy secretary of defense david norquist, david, thank you. secretary mark esper, secretary heather wilson, thank you. undersecretaries of defense michael griffin, ellen lord, and john root, general paul silva, thank you. general mark milley. thank you, mark, thank you thank you. and congratulations, very importantly, congratulations general joseph lingell and james mcconville thank you. before presenting the results of the missile defense review, i want to take a moment to express my deepest condolences to families of the brave american heroes that laid down their lives yesterday in selfless service to our nation. these are great people great, great people. we will never forget their noble and immortal sacrifice this morning i also would like to briefly address another matter of critical national security, the humanitarian and security crisis at our southern border without a strong border, america is defenseless, vulnerable, unprotected. i also want to thank the military for helping us out during the big caravan period. now
also joining us from the department of defense are acting deputy secretary of defense david norquist, david, thank you. secretary mark esper, secretary heather wilson, thank you. undersecretaries of defense michael griffin, ellen lord, and john root, general paul silva, thank you. general mark milley. thank you, mark, thank you thank you. and congratulations, very importantly, congratulations general joseph lingell and james mcconville thank you. before presenting the results of the missile...
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Jun 10, 2019
06/19
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so, what is this going to create an aerospace and defense behemoth $74 billion in sales, 50/50 defense versus commercial aerospace. last year between the two companies, about a third of the sales combined were to the pentagon alone raytheon's the top producer of missiles in the world, perhaps best known for the tomahawk but also has a hand in every major missile defense system made by america -- radars, hypersonics, lasers, a fast-growing cybersecurity business united tech makes everything from avionics and aircraft nearors to jet engines, including that inside the f-55 joint strike fighter, which is the world's biggest program. and a company with scale to negotiate aggressly and wherewithal to double down on tech tech will be a big focus of this raytheon shareholders will get more growth. united tech shareholders are going to get, no pun intended, a more defensive business that maybe smooths out cyclicality. guys, we're going to get more details on the investor call at 8:00 a.m. eastern today. here's what i would expect to hear from these names, that this is really focused, as i just
so, what is this going to create an aerospace and defense behemoth $74 billion in sales, 50/50 defense versus commercial aerospace. last year between the two companies, about a third of the sales combined were to the pentagon alone raytheon's the top producer of missiles in the world, perhaps best known for the tomahawk but also has a hand in every major missile defense system made by america -- radars, hypersonics, lasers, a fast-growing cybersecurity business united tech makes everything from...
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Dec 4, 2020
12/20
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how proud he was to introduce this 60th annual defense authorization act last night. and then the president at about 1:00 in the morning tweeting but doesn't get rid of big tech's wind fall, section 230, a grave threat to national security. i will veto. so this is a $740 billion defense spending bill that includes a raise for the troops.president threatening t >>> a koouchlt thincouple thinge i would imagine there is some bipartisan support democrats and republicans probably by the way could have beefed themselves with social media companies that just want to be absolved from everything it is our platform, but we can't be responsible for what people post i would imagine that there is some bipartisan support for this some tweaks or changes let me ask you a dumb question why would this go into the defense bill, why is this bill the place where people are looking to tuck in 230 >> well, look, there is no particular reason why it would go in the defense bill the president simply wants to go -- because this is one of the last big bills that is moving in this congress and i
how proud he was to introduce this 60th annual defense authorization act last night. and then the president at about 1:00 in the morning tweeting but doesn't get rid of big tech's wind fall, section 230, a grave threat to national security. i will veto. so this is a $740 billion defense spending bill that includes a raise for the troops.president threatening t >>> a koouchlt thincouple thinge i would imagine there is some bipartisan support democrats and republicans probably by the way...
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May 19, 2022
05/22
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all right, guys, the defense industry is booming right now. it's not talked about enough this is why i like raytheon. listen, there's still much money to be made in this stuck much more money. a more selective market, is it time to circle back to bankable themes then i'm offering him a few ideas to get the economy back on track, and i'm a little tougher than you might expect. you don't want to miss it. tonight's edition of the lightning round. stay with cramer ♪ ♪ bonnie boon i'm calling you out. everybody be cool, alright? we've got bonnie right here on a video call. we don't take kindly to video calls. oh, in that case just tap to send a message. we don't take kindly to messages neither. in that case how 'bout a ringcentral phone call. we don't take kindly to no... would you can it eugene! let's just hear her out. ha ha ha, i've been needing a new horse. we've got ourselves a deal. ♪ ♪ ♪ ringcentral ♪ this is not the stallion i was imagining. in one second, sara. yes! will get a job offer somewhere sunnier. relocating in weeks. w
all right, guys, the defense industry is booming right now. it's not talked about enough this is why i like raytheon. listen, there's still much money to be made in this stuck much more money. a more selective market, is it time to circle back to bankable themes then i'm offering him a few ideas to get the economy back on track, and i'm a little tougher than you might expect. you don't want to miss it. tonight's edition of the lightning round. stay with cramer ♪ ♪ bonnie boon i'm calling...
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50
Jul 5, 2019
07/19
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. >> on the defensive side that i own. i need to go to my list. i own general mills. am jen, medtronic and zimmer we own pfizer, general mills, we own a couple of utilities, duke and mppo so you can hide out in those. but at the same time to participate and not fall too far behind you need some growth and juice in there also. >> josh you seem sullen, are you all right there? >> i'm great i agree and disagree with i never on the desk. >> that's what you do. >> we laugh at the notion that someone thinks they can time the market but we're serious when someone says here are my sets are bet. so i agree diversification is important, it is it means being right and also being wrong and having to explain these things to your end client having to say we've done well in some places, others we haven't. we rebound once or twice a year, make up for it over time this is like the only free lunch on wall street, there is no other. i agree with everyone's comments on diversification the other thing i add we can't agree what a defensive stoc
. >> on the defensive side that i own. i need to go to my list. i own general mills. am jen, medtronic and zimmer we own pfizer, general mills, we own a couple of utilities, duke and mppo so you can hide out in those. but at the same time to participate and not fall too far behind you need some growth and juice in there also. >> josh you seem sullen, are you all right there? >> i'm great i agree and disagree with i never on the desk. >> that's what you do. >> we...
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Mar 5, 2015
03/15
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in short, you know what it is a great time to be a defense contractor. i mention all this because there's one aerospace and defense play that i think has been flying somewhat under the radar screen. i'm talking about the newly minted orbital atk. and the symbol here is oa. the company that was created less than a month ago when alint tech services merged and spun off a company called vista outdoor. the new orbital atk may be smaller than the major defense titans with market capitalization of just $4 billion, but it's nevertheless a top player and i think the stock deserves to go higher. plus, at a time when defense stocks are soaring, this is cheaper than the rest of the group. i think it's a bargain versus every other company i mentioned. what exactly does orbital atk do? i used to joke that the other systems dealt in lead like steve mcqueen's magnificent seven, because so much of the business was making bullets, except it had fewer competitors than mcqiueen, but that's a smaller part of the business. the new orbital atk is a leader in flight systems, g
in short, you know what it is a great time to be a defense contractor. i mention all this because there's one aerospace and defense play that i think has been flying somewhat under the radar screen. i'm talking about the newly minted orbital atk. and the symbol here is oa. the company that was created less than a month ago when alint tech services merged and spun off a company called vista outdoor. the new orbital atk may be smaller than the major defense titans with market capitalization of...
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Aug 14, 2009
08/09
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obama offense or defense, looked pretty defensive to me. coming up, the new bull market took a breather for the day and the week. you know, folks, pullbacks are healthy at least that's my take. we'll get your market strategies for the next week from two of the investment world's biggest titans. and later on cheating investors and cheating in bed. now here is an interesting story. after 20 years of pillow talk, a bernard madoff mistress is coming clean in a new book. we're talking power, money and sex. >>> i worked in washington and i have a good idea how things can go out of control. i happen to know just the guy for the job. so, what's the problem? these are hot. we're shipping 'em everywhere. but we can't predict our shipping costs. dallas. detroit. different rates. well with us, it's the same flat rate. same flat rate. boston. boise? same flat rate. alabama. alaska? with priority mail flat rate boxes from the postal service. if it fits, it ships anywhere in the country for a low flat rate. dude's good. dude's real good. dudes. priority m
obama offense or defense, looked pretty defensive to me. coming up, the new bull market took a breather for the day and the week. you know, folks, pullbacks are healthy at least that's my take. we'll get your market strategies for the next week from two of the investment world's biggest titans. and later on cheating investors and cheating in bed. now here is an interesting story. after 20 years of pillow talk, a bernard madoff mistress is coming clean in a new book. we're talking power, money...
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Mar 16, 2017
03/17
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defense spending globally continues to rise. and these are tremendous companies. >> if president trump is continuously talking about the modernization of our forces and of our equipment and buying warplanes and ships, i mean, doesn't that translate? >> cheerleader essentially for the entire industry. these stocks couldn't get more priced in or the positive news flow if you will couldn't get more priced in. so i can see why they would come off on a day like today. that 18% hit, that is really -- we have to say it's a joke, but it shows his hand in wanting to go after drug pricing or at least follow through on his promise to go through drug pricing. negotiating time. but you'll get -- the stocks that got hit got hit hard and i think the pressure will consist and it will be a buying opportunity. >> you want to be able to trade these things. are these tradable? >> i think they're tradable. i think the defense stocks, they still aren't a great value. yes, there was a little bit of a pull back, but these are pull backs from literally
defense spending globally continues to rise. and these are tremendous companies. >> if president trump is continuously talking about the modernization of our forces and of our equipment and buying warplanes and ships, i mean, doesn't that translate? >> cheerleader essentially for the entire industry. these stocks couldn't get more priced in or the positive news flow if you will couldn't get more priced in. so i can see why they would come off on a day like today. that 18% hit, that...
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68
Mar 8, 2020
03/20
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good stuff, guys from defense to a group like many, finding itself playing defense this year, which is technology stocks. the s&p 500 technology sector slammed. if you think there's more pain ahead, tony has a way to triage some technology. >> i want to take a look at technology which is one of the weaker sectors trading if we look at the one-year chart, the stock pulled back from 18% down to the 200 a day average. we're trace 50g% back. it will get down to the 84% lower which is the 200 day moving average the lions share is microsoft/apple of which both of them are substantially higher than the 200 day moving average. i think there's quite a bit of room for both of these names to pull back. visa and master card, both names will continue to slow down as consumer slows down. intel, i don't see a bounce on semiconductors i think there's a bit of down side from xlk. there's a rare opportunity for us to take advantage of the current sku. looking at the sku of the april call options the at the money call options are trading at a substantially higher implied volatility versus the out of the
good stuff, guys from defense to a group like many, finding itself playing defense this year, which is technology stocks. the s&p 500 technology sector slammed. if you think there's more pain ahead, tony has a way to triage some technology. >> i want to take a look at technology which is one of the weaker sectors trading if we look at the one-year chart, the stock pulled back from 18% down to the 200 a day average. we're trace 50g% back. it will get down to the 84% lower which is the...
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200
Jun 10, 2019
06/19
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eye 200
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what we have is software company and defense companies. united tech companies that hav chinese issues i got to tell you, it is so exciting to have the mexican deal done. it is so exciting to see what will happen with this deal itself i don't know, the president is a little me-- it disnooes not bec. he was not happy of greg hayes' report but he likes straight shooting guys. connecticut is not a state that's gone with the president i think connecticut is really just whacked by us >> remember they lost ge larry culp got to scale back sales force just gained three points a lot of stupid people do stupid things this is an all new sales force i directly confronted mark you are paying too much. >> sales force market cap is also up. there is that. we can afford to buy more. you mention the president, we talked about so long being the business community president he did take the u.s. chambers of commerce seriously to task take a listen to that. >> without tariffs, we would be captive to every country and we have been for many years, that's why we h
what we have is software company and defense companies. united tech companies that hav chinese issues i got to tell you, it is so exciting to have the mexican deal done. it is so exciting to see what will happen with this deal itself i don't know, the president is a little me-- it disnooes not bec. he was not happy of greg hayes' report but he likes straight shooting guys. connecticut is not a state that's gone with the president i think connecticut is really just whacked by us >>...
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208
Oct 22, 2012
10/12
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we've taken 500 billion out of the defense budget. another 500 billion under the so-called sequester, the fiscal cliff. charlie, what does that tell our enemies around the world? it sounds like america is disarming. >> it does sound that way, and by the time secretary panetta gets finished explaining this to the country it ain't going to happen. this is a monster we created to scare the hell out of americans that they have to do something to gut spending and increase revenue. i think it's getting everybody's attention. >> if you don't have tax increases, will you still dismantle the budget spending cuts in defense? >> i don't know why we talk about us having tax increases. i think what you're saying is if we allow the bush cuts to expire? >> i'm just asking senator ayotte because i read that there are little groups that are talking about this, but i also read that the president will not sign any bill unless the top tax rates are increased. so senator ayotte, i ask you, does that hold the military budget hostage? where do we go from he
we've taken 500 billion out of the defense budget. another 500 billion under the so-called sequester, the fiscal cliff. charlie, what does that tell our enemies around the world? it sounds like america is disarming. >> it does sound that way, and by the time secretary panetta gets finished explaining this to the country it ain't going to happen. this is a monster we created to scare the hell out of americans that they have to do something to gut spending and increase revenue. i think it's...
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109
Jun 10, 2019
06/19
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>>> a monster defense deal topping your five at 5 on this monday morning raytheon and united technologies, they are teaming up in an all stock merger. the details on that big money tieup straight ahead. >>> treasury secretary steven mnuchin went on the record why he says, america, quote, is perfectly happy hitting china with more tariffs. >>> in the meantime, hundreds of thousands of protesters spilling into the streets of hong kong. they're angry about a proposed power move by beijing. we'll tell you what that is ahead. >>> your stock investments coming off their best week of the year will a new week bring a new theme or are there new gains ahead. >>> lucky you, we are kicking off a new series on the interest rate shock more important, what you should be doing right now it is monday, june 10th, and worldwi "worldwide exchange" begins right now. ♪ ♪ >>> well, good morning, good afternoon or good evening and welcome from wherever in the world that you may be watching us i am brian sullivan. so glad to have you with us on this monday. happy monday because it is a good morning for stocks
>>> a monster defense deal topping your five at 5 on this monday morning raytheon and united technologies, they are teaming up in an all stock merger. the details on that big money tieup straight ahead. >>> treasury secretary steven mnuchin went on the record why he says, america, quote, is perfectly happy hitting china with more tariffs. >>> in the meantime, hundreds of thousands of protesters spilling into the streets of hong kong. they're angry about a proposed...
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358
Jul 6, 2009
07/09
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they rotated towards defensive shares. that's a very important shift, and that may be a harbinger of what is to go. we have mario gabelli, chairman of gabelli funds. richard cla of pimco, and also a professor of economics at columbia university. phil orlando, and steve moore, co-author of "the end of prosperity." mario gabelli, i want to start with you. today is a day the indices come up. dow up plus 44, s & p plus 2, and nasdaq down slightly. it was consumer staples that led the way, utilities and financials, even a banker can make money in a sleepily upward sloping yield curve. energy, consumers, tech, and indid i discretionals. nonrecovery stocks led the way. the defensive stocks is that a way that we'll see for the remainder of the year? >> the markets flat to up to 5%. >> from here? >> no, here probably slightly up. buying general mills. they had terrific numbers anyway. the stock up a couple of dollars today. gis, and you had sector rotation, but the stock still down 10%. >> so it's cheap? >> pretty interesting compa
they rotated towards defensive shares. that's a very important shift, and that may be a harbinger of what is to go. we have mario gabelli, chairman of gabelli funds. richard cla of pimco, and also a professor of economics at columbia university. phil orlando, and steve moore, co-author of "the end of prosperity." mario gabelli, i want to start with you. today is a day the indices come up. dow up plus 44, s & p plus 2, and nasdaq down slightly. it was consumer staples that led the...
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0.0
Oct 11, 2023
10/23
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and our defense industrial base. that's a role not just for the pentagon, but the executive branch coming out of the white house and congress, by the way. which is a big player. >> speaking of congress, we're waiting to see if we can actually get a house speaker by the end of the day. jordan seems to think so. how does all of this that you're discussing conflict, if at all, with the ongoing debate about spending in this country and our inability to finance more? >> yeah, look, it absolutely does. the republicans are right. the debt is out of control at $33 trillion and we have a deficit this year of nearly $2 trillion. but i think these sequestration-like measures -- and as you recall, we have in the budget deal right now a measure that says, if all 12 appropriation bills are not passed by january 1st, 2024, than an automatic 1% cut on 2023 levels automatically goes into effect. think about the impact that's going to have on defense spending, at a time we immediate to spend and invest more in defense more than ever,
and our defense industrial base. that's a role not just for the pentagon, but the executive branch coming out of the white house and congress, by the way. which is a big player. >> speaking of congress, we're waiting to see if we can actually get a house speaker by the end of the day. jordan seems to think so. how does all of this that you're discussing conflict, if at all, with the ongoing debate about spending in this country and our inability to finance more? >> yeah, look, it...
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Feb 28, 2022
02/22
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gdp in our defense >> the move is supporting defense sector trade with key stocks higher. you have gaining nearly 30%. a major gain an s across the spe let's get out to anetta to talk us through what many are calling historic u-turn from germany the reason is this represents abandonment from the german military restraint that has been in place since world war ii. it be an inflation point with the world order. talk about the moment about the historical perspective and what it means for european defense spending moving forward. >> reporter: it is historic moment i think yesterday's speech in front of parliament, olof scholz had an historic speech as a huge u-turn of the defense policy since world war tii he want to see ukraine's military be one of the strongest and best equipped in europe. that means an overhaul ever since world war ii and since the beginning of the merkel era after the fall of the soviet union. in the '80s, to give you an idea of how much our military has been shrinking, in the '80s, there were 3,500 tanks in the military right now, 300 no way we could conf
gdp in our defense >> the move is supporting defense sector trade with key stocks higher. you have gaining nearly 30%. a major gain an s across the spe let's get out to anetta to talk us through what many are calling historic u-turn from germany the reason is this represents abandonment from the german military restraint that has been in place since world war ii. it be an inflation point with the world order. talk about the moment about the historical perspective and what it means for...
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23
Mar 9, 2022
03/22
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defensive stocks have been a haven. so it hasn't been one across the board liquidation type moments i don't know you don't always have everything lined up perfectly. >> yeah. there was some asking do we need to get the vix above 40. data trek said we got to the mid upper 30s. >> 36. and all the thresholds if you look at a few months, they had the data last night, too. if you look at the way you have this kind of near term fear seizing up the short term with the vix curve, over three to six months, it's been a good buying opportunity. shorter term than that you might be in for more whip saws or further down so there's no way to necessarily -- treasury yields, interestingly, we talked about it yesterday, they didn't lose the uptrend. they never closed below 170. what does it mean? an inflation panic people are selling treasuries to earn cash or mean that the fed will do what it does and the economy can handle it? >> i can tell you a lot of hedge fund players i tend to talk to, would love to share the numbers of pain when
defensive stocks have been a haven. so it hasn't been one across the board liquidation type moments i don't know you don't always have everything lined up perfectly. >> yeah. there was some asking do we need to get the vix above 40. data trek said we got to the mid upper 30s. >> 36. and all the thresholds if you look at a few months, they had the data last night, too. if you look at the way you have this kind of near term fear seizing up the short term with the vix curve, over three...
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Sep 24, 2012
09/12
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if we take a look at some of the sectors, we're in this defensive mode. the effects of qe3 already waning. energies, material lagging. also technology. take a look at some of these technology movers because they have been notable. we've talked about apple with potentially supply and demand issues here. demand for the iphone 5 less than what some expected. the supply potential issues with that employee scuffle at foxconn. we're still sorting that out. pressure on pc makers as well with intel trading around a year-low. dell at multiyear low. microsoft also struggling. google closing at historic highs. moves we haven't seen in quite some time for this -- forever, really, as we're talking about google for an all-time historic high. also moving beyond technology. some of the pharma names. we saw the nyse acca pharma index hit a ten-day high. some big movers, pfizer, novartis, lily. >> thank you. we have much more ahead on the "closing bell." >> announcer: would you be willing to receive less from social security to help fix the nation's financial problems? tha
if we take a look at some of the sectors, we're in this defensive mode. the effects of qe3 already waning. energies, material lagging. also technology. take a look at some of these technology movers because they have been notable. we've talked about apple with potentially supply and demand issues here. demand for the iphone 5 less than what some expected. the supply potential issues with that employee scuffle at foxconn. we're still sorting that out. pressure on pc makers as well with intel...
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Mar 3, 2023
03/23
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japan is increasing their defense spending by 66%. the kicker for the stock is its commercial side of the business, which is start position recover. we know the commercial space has seen supply chain improvements as well as a lot of the airlines are needing more parts and aftermarket services kicker -- per share with the business coming back to be better than prepandemic levels so, the nice part about it is it's a free cash flow machine, which is very good for investors, because they'll probably increase their dividend, which is already indicative of 2.4% as well as do share buybacks it's interesting about the stock, given the fact that it's underperformed its sector and it's the number one constituent in the xli is you can go out here and buy this stock today around $99, and then what you want to do is you want to sell a call against it. let time be on your side and go out to may and you can sell that may 19th 2023 105 call for about a $1.65. you're going to get the dividend premium payments, 1.6%, then you can let the decay happen,
japan is increasing their defense spending by 66%. the kicker for the stock is its commercial side of the business, which is start position recover. we know the commercial space has seen supply chain improvements as well as a lot of the airlines are needing more parts and aftermarket services kicker -- per share with the business coming back to be better than prepandemic levels so, the nice part about it is it's a free cash flow machine, which is very good for investors, because they'll...
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Feb 24, 2014
02/14
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defense. we are monitoring that live. we will bring it to you when it happens. >>> mark zuckerberg finishing a key address in spain. shares of facebook have been up big-time today. let's take a look. they are now up almost 4% at 71.19. take a look at a longer term chart, up 162%. remember how skeptical many investors were. not so much today. jon fortt is live in spain for us. hi, jon. >> reporter: hey, sue. two big subjects that mark zuckerberg touched on during this chat that he had. one was whatsapp, the monster acquisition from last week. mark zuckerberg talked about whatsapp, the size of that acquisition. someone asked him if he might make a bid for snap chat. he said after you spend $16 billion maybe you're done for awhile. he also talked about the size, the scale, the valuation of this acquisition. take a listen. >> there is some chance this is the one service that gets to a billion people and ends up not being that valuable. i don't think i am wrong. you can look at other messaging apps
defense. we are monitoring that live. we will bring it to you when it happens. >>> mark zuckerberg finishing a key address in spain. shares of facebook have been up big-time today. let's take a look. they are now up almost 4% at 71.19. take a look at a longer term chart, up 162%. remember how skeptical many investors were. not so much today. jon fortt is live in spain for us. hi, jon. >> reporter: hey, sue. two big subjects that mark zuckerberg touched on during this chat that he...
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Mar 2, 2017
03/17
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he's very committed to increasing defense spending when you look at the department of defense. they've recently increased staffing, which is a great leading indicator in defense spending, and beyond that, this is just -- there's just so much future potential for growth out of this sector. >> dennis, are there a lot of option trades in defense? >> the one thing, you know, people argue back and forth about the stocks being expensive if they don't get earnings growth. it may come from europe if nato spends more on defense, but the only thing that's inexpensive or cheap in this sector are the options that are trading on the stocks, so my view is these stocks, there could be growth and great volatility. that's a place where you buy puts to protect your position or sell out of the position. >> stock replacementstrategy. >> the president made clear underscoring once again that he will not overpay for defense though. are you concerned about margins in the margin pressure these against contractors could face? >> and that is certainly a huge issue, a huge concern. however, based on the r
he's very committed to increasing defense spending when you look at the department of defense. they've recently increased staffing, which is a great leading indicator in defense spending, and beyond that, this is just -- there's just so much future potential for growth out of this sector. >> dennis, are there a lot of option trades in defense? >> the one thing, you know, people argue back and forth about the stocks being expensive if they don't get earnings growth. it may come from...
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91
Apr 12, 2017
04/17
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instead of reducing defense spending they've start to increase defense spending. then i think it is important to remember that this is something the europeans do because they know that this is in their own security interest. it is in their interest to invest more in european defense because the world has become more dangerous. many european allies, of course, or all european allies reduced defense spending after the end of the cold war because then tensions went down. but if you are decreasing defense spending when tensions are going down, then you have to be able to increase defense spending when tensions are going up, and now they're going up. so we have still a long way to go, but i'm encouraged by the fact we have start to move in the right direction. last year there were five allies spending 2%. this year romania has declared they will reach 2%, next year lithuania will reach 2%. so we go from five to eight, which is at least going in the right direction. still have some work to do. >> and i did ask about all of the money that hasn't been paid over the years,
instead of reducing defense spending they've start to increase defense spending. then i think it is important to remember that this is something the europeans do because they know that this is in their own security interest. it is in their interest to invest more in european defense because the world has become more dangerous. many european allies, of course, or all european allies reduced defense spending after the end of the cold war because then tensions went down. but if you are decreasing...
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Nov 7, 2012
11/12
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take a look at defense. the defense sector. those stocks today getting hit hard. they're off the lows, we're off nearly 4% at one point today and the concern of course is if they can't reach some sort of deal, the fiscal cliff will hit the defense sector hard. >> billions and billions of spending being cut there. >>> downtown josh brown, gun stocks have been on a tremendous run already. do you buy more here? what do you do? >> you look at smith & wesson, let's say. it is right up against this down trend that i guess started in the middle of this year. the problem with the stock, truthfully, they're not going to grow earnings between 2013 and 2014, at least not according to the analysts that follow it. if it earned 88 cents, do you want to may more than 11 times earning for zero growth? that's the issue with getting really excited about it. that being said, if you are a trader and you see this thing snap 1050, that's a break above the down trend and you might grab a couple of points there. >> we had the ceo on the 5:00 p.m. show a while back, told a very fundamenta
take a look at defense. the defense sector. those stocks today getting hit hard. they're off the lows, we're off nearly 4% at one point today and the concern of course is if they can't reach some sort of deal, the fiscal cliff will hit the defense sector hard. >> billions and billions of spending being cut there. >>> downtown josh brown, gun stocks have been on a tremendous run already. do you buy more here? what do you do? >> you look at smith & wesson, let's say. it...